Kodiak Ai, INC. (KDKRW) — SEC Filings

Overview

Kodiak Ai, INC. (KDKRW) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 31, 2025: On December 31, 2025, Kodiak AI, Inc. filed an 8-K report detailing several material events. These include entering into and terminating material definitive agreements, and the creation of direct financial obligations. The company, formerly known as Ares Acquisition Corp II, is incorporated in Delaw

Sentiment Summary

Across 34 filings, the sentiment breakdown is: 1 bullish, 2 bearish, 30 neutral, 1 mixed. The dominant filing sentiment for Kodiak Ai, INC. is neutral.

Filing Type Overview

Kodiak Ai, INC. (KDKRW) has filed 13 8-K, 2 8-K/A, 6 10-Q, 3 DEFA14A, 1 DEF 14A, 2 10-K, 6 SC 13G, 1 SC 13G/A with the SEC between Feb 2024 to Dec 2025.

Filings by Year

2025 · 2024

Recent Filings (34)

• Kodiak AI Files 8-K on Material Agreements & Obligations — 8-K · Dec 31, 2025 Risk: medium
  On December 31, 2025, Kodiak AI, Inc. filed an 8-K report detailing several material events. These include entering into and terminating material definitive agr
• 8-K/A Filing — 8-K/A · Nov 13, 2025
• Kodiak AI's Net Loss Explodes to $270M Amid SPAC Merger Costs — 10-Q · Nov 13, 2025 Risk: high
  Kodiak AI, Inc. reported a significant increase in net loss to $269.9 million for the three months ended September 30, 2025, compared to $19.1 million in the pr
• 8-K Filing — 8-K · Nov 12, 2025
• Kodiak AI, Inc. Files 8-K on Security Rights & Financials — 8-K · Oct 21, 2025 Risk: low
  Kodiak AI, Inc. filed an 8-K on October 21, 2025, reporting material modifications to the rights of security holders and financial statements. The company, form
• Kodiak AI, Inc. Files Amendment to 8-K — 8-K/A · Oct 10, 2025 Risk: low
  Kodiak AI, Inc. filed an amendment (8-K/A) on October 10, 2025, to a previous filing dated September 24, 2025. This amendment relates to financial statements an
• Kodiak AI Reports Material Agreements and Control Changes — 8-K · Sep 30, 2025 Risk: high
  Kodiak AI, Inc. filed an 8-K on September 30, 2025, reporting several material events. These include entering into a material definitive agreement, completion o
• Ares Acquisition Corp II Files 8-K on Equity Sales — 8-K · Sep 23, 2025 Risk: low
  Ares Acquisition Corp II filed an 8-K on September 23, 2025, reporting on unregistered sales of equity securities, Regulation FD disclosures, and other events.
• Ares Acquisition Corp II Files 8-K: Material Agreement, Equity Sales — 8-K · Sep 15, 2025 Risk: medium
  On September 15, 2025, Ares Acquisition Corp II (AACTU) filed an 8-K detailing a material definitive agreement. The filing also covers unregistered sales of equ
• Ares Acquisition Corp II Files 8-K on Units and Warrants — 8-K · Aug 25, 2025 Risk: low
  Ares Acquisition Corp II, a special purpose acquisition company, filed an 8-K on August 25, 2025, reporting on its corporate structure and financial instruments
• AACT Net Income Plunges Amid Rising Costs, Kodiak Deal Progresses — 10-Q · Aug 12, 2025 Risk: high
  Ares Acquisition Corp II (AACT) reported a net income of $326,643 for the three months ended June 30, 2025, a significant decrease from $6,585,367 in the same p
• Ares Acquisition Corp II Files 8-K on Units and Warrants — 8-K · Jul 28, 2025 Risk: low
  Ares Acquisition Corp II filed an 8-K on July 28, 2025, reporting on its financial statements and exhibits. The filing pertains to units consisting of Class A o
• Ares Acquisition Corp II Files 8-K on Unit Structure — 8-K · Jul 9, 2025 Risk: low
  On July 9, 2025, Ares Acquisition Corp II filed an 8-K report. The filing primarily concerns the company's structure and units, which consist of Class A ordinar
• Ares Acquisition Corp II Files 8-K: Material Agreement & Financial Obligation — 8-K · Jun 24, 2025 Risk: medium
  On June 23, 2025, Ares Acquisition Corp II entered into a material definitive agreement. This filing also indicates the creation of a direct financial obligatio
• Ares Acquisition Corp II Files 8-K on Unit Structure — 8-K · Jun 4, 2025 Risk: low
  Ares Acquisition Corp II filed an 8-K on June 4, 2025, reporting on its units, which consist of Class A Ordinary Shares and redeemable warrants. The filing deta
• Ares Acquisition Corp II Files Q1 2025 10-Q — 10-Q · May 15, 2025 Risk: low
  Ares Acquisition Corp II filed its 10-Q for the period ending March 31, 2025. The filing details the company's financial position, including its Class A Ordinar
• Ares Acquisition Corp II Files 8-K on Equity Sales & Bylaws — 8-K · Apr 24, 2025 Risk: low
  Ares Acquisition Corp II (AAC) filed an 8-K on April 24, 2025, reporting on events as of April 22, 2025. The filing primarily concerns unregistered sales of equ
• Ares Acquisition Corp II DEFA14A Filing — DEFA14A · Apr 22, 2025 Risk: medium
  Ares Acquisition Corp II filed a DEFA14A on April 22, 2025, related to its business operations. The filing, with SEC file number 001-41691, is from a shell comp
• Ares Acquisition Corp II Files DEFA14A — DEFA14A · Apr 16, 2025 Risk: low
  Ares Acquisition Corp II filed a DEFA14A on April 16, 2025, related to its business operations. The filing indicates the company is incorporated in the Cayman I
• Ares Acquisition Corp II Files 8-K with Key Agreements — 8-K · Apr 14, 2025 Risk: medium
  Ares Acquisition Corp II (AAC) filed an 8-K on April 14, 2025, reporting on several events. These include entering into a material definitive agreement, unregis
• Ares Acquisition Corp II Files Proxy Statement Supplement — DEFA14A · Apr 7, 2025 Risk: low
  Ares Acquisition Corp II (ARES) has filed Supplement No. 1 to its Definitive Proxy Statement, dated April 7, 2025, supplementing a proxy statement originally da
• Ares Acquisition Corp II Files Definitive Proxy Statement — DEF 14A · Apr 4, 2025 Risk: low
  Ares Acquisition Corp II filed a Definitive Proxy Statement (DEF 14A) on April 4, 2025, concerning its annual meeting. The filing indicates no fee was required
• Ares Acquisition Corp II Files 2024 10-K — 10-K · Mar 12, 2025 Risk: medium
  Ares Acquisition Corp II (AAC) filed its 2024 10-K on March 12, 2025, reporting on its fiscal year ending December 31, 2024. As a special purpose acquisition co
• SC 13G Filing — SC 13G · Nov 14, 2024
• SC 13G Filing — SC 13G · Nov 14, 2024
• SC 13G Filing — SC 13G · Nov 14, 2024
• Ares Acquisition Corp II Files Q3 2024 10-Q — 10-Q · Nov 12, 2024 Risk: low
  Ares Acquisition Corp II filed its 10-Q for the period ending September 30, 2024. The filing details the company's financial status, including its share structu
• Ares Acquisition Corp II Files Q2 2024 10-Q — 10-Q · Aug 5, 2024 Risk: low
  Ares Acquisition Corp II filed its 10-Q for the period ending June 30, 2024. The filing details the company's financial status, including its share structure an
• Ares Acquisition Corp II Files 10-Q for Period Ending March 31, 2024 — 10-Q · May 10, 2024 Risk: low
  Ares Acquisition Corp II (KDKRW) filed a Quarterly Report (10-Q) with the SEC on May 10, 2024. Ares Acquisition Corp II filed a 10-Q report for the period endin
• SC 13G/A Filing — SC 13G/A · Apr 10, 2024
• Ares Acquisition Corp II Files 2023 Annual Report — 10-K · Feb 28, 2024 Risk: low
  Ares Acquisition Corp II (KDKRW) filed a Annual Report (10-K) with the SEC on February 28, 2024. Ares Acquisition Corp II, a blank check company, filed its 10-K
• SC 13G Filing — SC 13G · Feb 14, 2024
• Ares Acquisition Holdings II LP Files SC 13G for Ares Acquisition Corp II — SC 13G · Feb 9, 2024 Risk: low
  Ares Acquisition Holdings II LP, a Cayman Islands-based entity, filed an SC 13G on February 9, 2024, disclosing its beneficial ownership of Class A ordinary sha
• Wealthspring Capital Discloses 3.6M Share Stake in Ares Acquisition Corp II — SC 13G · Feb 8, 2024 Risk: low
  Wealthspring Capital LLC, a Delaware-organized investment firm, reported beneficial ownership of 3,645,130 Class A Ordinary Shares of Ares Acquisition Corp II (

Risk Profile

Risk Assessment: Of KDKRW's 27 recent filings, 3 were flagged as high-risk, 6 as medium-risk, and 18 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Key financial metrics from Kodiak Ai, INC.'s most recent 10-Q filing (Nov 13, 2025):

• Revenue: $770K
• Net Income: -$269.9M
• EPS: N/A
• Debt-to-Equity: N/A
• Cash Position: $146.2M
• Operating Margin: N/A
• Total Assets: $177.8M
• Total Debt: $174.2M

Key Executives

• Cayman Islands
• December 31, 2023
• February 9, 2024
• Matthew Simpson

Industry Context

Kodiak AI operates in the highly competitive and capital-intensive autonomous trucking industry. Key players are investing heavily in R&D and scaling operations to achieve commercial viability. The industry faces significant technological hurdles, regulatory uncertainties, and the need for substantial infrastructure development.

Top Tags

spac (7) · SPAC (6) · material-agreement (5) · financials (5) · 10-Q (5) · warrants (4) · proxy-statement (4) · corporate-action (3) · equity-sale (3) · financial-obligation (2)

Key Numbers

• Net Loss (Q3 2025): $269.9M — Significantly increased from $19.1M in Q3 2024 due to merger-related expenses.
• Revenue (Q3 2025): $770K — Increased from $400K in Q3 2024, showing early revenue growth.
• Accumulated Deficit: $780.0M — Indicates substantial historical losses and going concern risk.
• Cash and Cash Equivalents: $146.2M — Increased from $16.7M at Dec 31, 2024, providing liquidity post-merger.
• Series A Preferred Stock: $223.2M — New capital raised in connection with the reverse recapitalization.
• Loss on Common Stock Warrants: $123.3M — Significant non-cash expense related to the SPAC transaction.
• Total Operating Expenses (Q3 2025): $30.7M — Increased from $18.6M in Q3 2024, reflecting scaling operations.
• Common Shares Outstanding: 181,207,392 — As of November 7, 2025, reflecting post-merger share structure.
• Warrant Exercise Price: $11.50 — Price at which redeemable warrants can be exercised for Class A ordinary shares.
• Net Income: $3.3M — For six months ended June 30, 2025, down from $12.9M in 2024
• General and Administrative Expenses: $8.2M — For six months ended June 30, 2025, up from $0.8M in 2024
• Investment Income on Trust Account: $11.5M — For six months ended June 30, 2025, down from $13.8M in 2024
• Class A Ordinary Shares Redeemed: 640,288 — In connection with the Extension, totaling $7,143,312
• Class B Ordinary Shares Converted: 12.5M — To Class A ordinary shares by the Sponsor
• Extension Note: $1.48M — Issued to the Sponsor as of June 30, 2025

Forward-Looking Statements

• {"claim":"Wealthspring Capital LLC will maintain or increase its stake in Ares Acquisition Corp II.","entity":"Wealthspring Capital LLC","targetDate":"Q2 2024","confidence":"medium"}
• {"claim":"The significant institutional holding will provide a floor for Ares Acquisition Corp II's stock price.","entity":"Ares Acquisition Corp II","targetDate":"Q3 2024","confidence":"medium"}

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KDK · AACT.U · AACT · AACT WS · ARES

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